Sales management software helps your to close more business

Be empowered with WORKetc’s Sales, Lead and Proposal tracking system.

Key Features:

• Track all opportunities through the single executive dashboard
• Set actions and follow ups for leads.  Track progress through the lead calendar
• Integrate sales management with your address book, calendars, projects and billing
• One system to manage the entire customer life cycle
• Run multiple reports on sales and leads

How Sales and Lead Management works.

Sales are a critical part of any business, but surprisingly most businesses carry on a casual approach to sales management.

Poor performing businesses rely on an ad-hoc approach to creating, tracking and closing new sales leads.  At best your organization may have sales targets and a set of excel spreadsheets.

By integrating contacts, time tracking and calendars, WORKetc provides even the smallest of businesses a bullet proof system for maximizing sales.

A sale opportunity may be generated by an employee, a customer, partner or even from your web site.  This lead is tagged by WORKetc and is tracked from the sales management pages.  Sales staff can then assign a dollar value, likelihood of success, progress status, actions, notes and follow-ups.  By integrating directly with the online calendar and task lists, WORKetc helps ensure every lead is pursued until closed.

You can create tasks for an opportunity quickly and easily using WORKetc’s integrated task management tools. When positive feedback is received, a proposal document can be generated and exported for the potential client.

Creating proposals is easy with WORKetc’s template-based Proposal Builder. Define a set of questions/fields and compose a rich-formatted letter for use by agents. Agents need simply to “fill in the blanks” and export the proposal in PDF format. Proposals can advance through Draft, Approved and Archived status options for easy categorization.

You can also integrate your WORKetc Sales Pipeline with your existing web site by pasting a small block of HTML. Proposal questions are displayed on your site, and prospective clients automatically stored in your Pipeline and Address Book system.

Sales Management and your business.

• Track the progression of a customer from lead through to sale.
• Report on successful sales, time-to-sale, and revenue potential.
• Generate sales action (phone customer, mail brochure) as well as generate proposals all from within the sales pipeline section.
• Estimate Potential Business Accurately.  Because the sales pipeline is a real-time environment, all employees can quickly gauge an indication of up-coming projects giving them more time to better allocate sufficient resources.
• Win More Business.  Complete insight into your sales process allows each member of your sales team to be totally aware of what their colleagues are working on; transforming sales prospects into profitable customers. People throughout your business are better equipped to identify opportunities to work together to win new business by scheduling events, assigning sales tasks, identifying new opportunities, co-producing sales pitches and keeping contact files current.
• Maximize all sales opportunities.  Every prospect is recorded and tracked by the Sales Pipeline in real-time, meaning that no opportunity is overlooked and leads do not get dropped. Your business revenue potential is maximized through ensuring every lead is followed through.

 Stop missing lost opportunities by creating a WORKetc account with integrated sales management today.